Welcome
A clear first message explains what happens next and where the client should begin.
10+Hours saved each week
1Central client hub
6 weeksProgram journey mapped
RepeatableOnboarding process
The challenge
The client experience depended on too many manual reminders and scattered links.
New clients needed welcome information, an intake form, scheduling, session access, program resources, and clear weekly actions. Those pieces lived across email, calendars, folders, and individual messages.
The founder needed a system that still felt personal but did not require rebuilding the experience for every participant.
The system
I connected the client-facing journey with the internal workflow.
Intake and scheduling
Forms and Calendly links gather the essentials without unnecessary back-and-forth.
Client hub
A branded Notion dashboard centralizes resources, actions, schedule, and progress.
Delivery rhythm
Repeatable internal steps support session reminders, materials, notes, and follow-ups.
What the hub included
- Program overview and immediate action items
- Weekly schedule and session information
- Links to intake, scheduling, Zoom, and shared resources
- Progress tracking and client notes
- A structure that could be duplicated for future participants
Redacted work sample
The system is visible without exposing private client information.
The preview below is from a redacted sample dashboard. Sensitive details have been removed.
The outcome
A calmer experience for both the founder and the client.
The founder had one repeatable process instead of recreating onboarding through memory and individual messages. Clients received a clearer first impression and one place to find the information they needed.
Measured result: the system saved more than 10 hours of manual administration per week while supporting a more consistent client experience.